Tag: CoStar

Earnings Calls – A Keyword Analysis

Earnings Calls – A Keyword Analysis

We ran a Natural Language Processing ("NLP")-based analysis of earnings calls from this week. We captured keywords and phrases from 23 earnings calls. Our report is sorted alphabetically by ticker symbol. Access the free report HERE. This analysis may be customized to capture certain keywords and phrases for any text-based document. https://soundcloud.com/ceorater

Industries Best-Positioned To Go Mobile Post COVID

Industries Best-Positioned To Go Mobile Post COVID

We list a handful of industries that may accelerate their mobile workforce and remote capability efforts in the COVID aftermath. ASSET MANAGEMENT: We believe the big opportunity here is for virtual meetings whether they be one-on-one meetings between investors and management teams or full analyst days. Basic video communication and live streaming services are offered … Continue reading Industries Best-Positioned To Go Mobile Post COVID

Our Favorite Topic: Scale

Our Favorite Topic: Scale

Examples of Technology Companies Operating at Scale Apple (ticker: AAPL): 1.4 billion active Apple devices. CoStar Group (ticker: CSGP): CoStar's platform tracks over 100 billion sqft of real estate inventory and more than $1.5 trillion of transaction activity.Facebook (ticker: FB): Facebook's messaging service - WhatsApp - has 2 billion users. Google/Alphabet (ticker: GOOG): More than … Continue reading Our Favorite Topic: Scale

CEORater 2019 Technology CEOs of the Year

CEORater 2019 Technology CEOs of the Year

There were too many quality CEOs to choose from when we went about selecting the "CEORater Technology CEO of the Year" for 2019. Rather than selecting a single "Technology CEO of the Year", we elected to select five top CEOs across five Technology categories: 1.) "PropTech", 2.) "FinTech: Payments", 3.) "Platform Companies", 4.) "FinTech: Capital … Continue reading CEORater 2019 Technology CEOs of the Year

The Long Tail Will Differentiate You

The Long Tail Will Differentiate You

We are working on a project that has me thinking about the "long tail". For those who took Statistics you may recall that the long tail is the portion of the distribution where occurrences appear far away from the distribution's center. A long tail business strategy is one where the service provider makes hard to … Continue reading The Long Tail Will Differentiate You

If You Build It They Won’t Necessarily Come<span class="badge-status" style="background:red">Premium</span> 

If You Build It They Won’t Necessarily ComePremium 

Incentivize Prospective Participants with A Seat at the Table MoviePass shut down on September 14th. We do not have first-hand knowledge of MoviePass’ ever-evolving business model. However, we do know that MoviePass never quite figured out how to properly incentivize movie theaters to drive audience participation.  When building new network businesses, it makes sense to … Continue reading If You Build It They Won’t Necessarily ComePremium 

Technology + People = Best

Technology + People = Best

Services that Blend Technology and People Are Optimal. Someday in the future complex processes will be able to operate without human intervention. Many complex autonomous processes won't occur in my lifetime. I don't consider warehouse robots nor autonomous vehicles to be terribly complex, it's more a question of repetitions (vehicle miles traveled). I do consider … Continue reading Technology + People = Best

Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Whether evaluating a company as an investment vehicle or as a potential vendor, the processes are similar. Three elements are at the heart of our due diligence process when we evaluate Technology companies as investment vehicles and when we evaluate them as vendors. 1.) Quality of the Management Team. We listed this attribute first as … Continue reading Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Real Estate Tech<span class="badge-status" style="background:red">Premium</span> 

Real Estate TechPremium 

From Satellite Imagery to 3D Maps to Home Rentals to Smart Home Devices and More Companies mentioned in this report: Airbnb (private); Alarm.com (ALRM); Amazon (AMZN); Apple (AAPL); ARCHIBUS (private); Autodesk (ADSK); CoStar Group (CSGP); DigitalGlobe/ Maxar Technologies (MAXR); DocuSign (DOCU); EagleView (private); Ellie Mae (private); ESRI (private); Facebook (FB); Fidelity National Financial (FNF); Google … Continue reading Real Estate TechPremium